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Disclosery

Retirement Planning Group, LLC: DIVI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Retirement Planning Group, LLC on DIVI, newest first. How the timeline and the estimate are built.

Retirement Planning Group, LLC held 6,100,216 DIVI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,100,216 shares
    Change vs previous 13F +440,499 shares

    6.62% of the 13F portfolio, value $260,601,237.

    13F-HR 0001508195-26-000004 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,659,717 shares
    Change vs previous 13F +695,595 shares

    6.98% of the 13F portfolio, value $225,313,320.

    13F-HR 0001508195-26-000002 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,964,122 shares
    Change vs previous 13F +179,390 shares

    6.34% of the 13F portfolio, value $193,054,695.

    13F-HR 0001508195-26-000001 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,784,732 shares
    Change vs previous 13F +308,899 shares

    6.2% of the 13F portfolio, value $178,518,349.

    13F-HR 0001508195-25-000004 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,475,833 shares
    Change vs previous 13F +216,801 shares

    6.79% of the 13F portfolio, value $159,518,683.

    13F-HR 0001085146-25-004322 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,259,032 shares
    Change vs previous 13F +2,521,123 shares

    6.51% of the 13F portfolio, value $138,801,859.

    13F-HR 0001085146-25-002020 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,737,909 shares
    Change vs previous 13F +238,055 shares

    2.62% of the 13F portfolio, value $52,154,660.

    13F-HR 0001085146-25-001741 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,499,854 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $49,735,164.

    13F-HR 0001085146-24-004837 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).